2026 SPEAKER LINEUP
The 2026 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.
David Schulert
Mark Schulert is a Certified Exit Planning Advisor (CEPA) with deep expertise in sales strategy, revenue growth, and value creation—critical components often lacking in small and medium sized businesses. While many CEPAs come from accounting, legal,...
ABOUT DAVID
Mark Schulert is a Certified Exit Planning Advisor (CEPA) with deep expertise in sales strategy, revenue growth, and value creation—critical components often lacking in small and medium sized businesses. While many CEPAs come from accounting, legal, or financial backgrounds, Mark brings a unique and complementary skill set that directly impacts a company’s marketability and enterprise value: a proven, structured approach to building scalable, predictable, and repeatable revenue growth.
As a former CEO and fractional VP of Sales, Mark understands how to optimize the 4 C’s—Human, Structural, Customer, and Social Capital—through a documented, forecastable sales process. He works alongside fellow CEPAs to help their clients reduce risk, improve EBITDA, and position their businesses for a more lucrative and seamless exit.
Why Partner with Mark?
Exit planning teams often focus on financials, legal structures, and tax efficiency, but without a strong, growth-driven sales strategy, a business may not achieve its full potential valuation. Mark specializes in transforming sales operations, making businesses more attractive to buyers by ensuring revenue is scalable, transferable, and not dependent on the owner. His expertise is invaluable for CEPAs advising business owners who need to increase their company’s value before a transition.
If you’re an accountant, attorney, or financial advisor looking to enhance your exit planning team with a sales growth specialist who knows how to build real enterprise value—connect with Mark Schulert today. https://www.linkedin.com/in/mark-schulert-salesmanager/
